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CFO for a Portfolio of Growing Law Firms (Full-Time, Remote) at How to Manage a Small Law Firm

Role overview

Qualifications

  • Direct experience managing 5+ concurrent client or business-unit relationships in an advisory, fractional, or multi-entity capacity
  • Bachelor's degree in Accounting, Finance, or a related business field
  • Strong accounting and financial management background
  • Excellent communication and relationship-building skills

Responsibilities

  • Serve as CFO for a portfolio of up to 30 clients
  • Analyze financial statements, KPIs, cash flow, profitability, and business performance
  • Identify financial trends, operational risks, and growth opportunities
  • Deliver monthly financial reviews and strategic recommendations

Key facts

Other skills

  • Strategic Planning
  • Budgeting
  • Forecasting
  • Problem Solving
  • Communication
  • Emotional Intelligence
  • Analytical Skills

About the company

How To MANAGE a Small Law Firm logo

How To MANAGE a Small Law Firm

Happy lawyers make more money. And broke lawyers don’t do anyone any good…least of all their clients, their family or themselves. We are the leading, largest, biggest and best provider of outside Managing Partner, Chief Operating Officer (COO) and Chief Financial Officer (CFO) services exclusively for the solo and small law firm (single-shareholder) market. Whether you’re just starting out, you’re earning seven figures, or you’re somewhere in between… if you run a solo law firm and you are serious about growing your firm, making more money, and having fun in the process, you’ve come to the right place. We’ve worked with thousands of solo lawyers just like you and we’ve identified the common patterns and the challenges that hold most of them back. And we’ve seen that these obstacles evolve as the firm grows. That’s why we’ve divided our program based on the four distinct stages of law firm growth - so that you’re surrounded with lawyers that are grappling with the same challenges you are, and so that you’re provided with the resources you need to overcome them. Visit our website for more details! In addition, we present a variety of workshops, seminars, and CLE opportunities designed to help solo lawyers create wildly profitable law firms. If you’ll let us to brag for a moment, we’re pretty damn good at this. Don’t take our word for it - visit our website and see what our clients have to say. But in all honestly… we can’t take all of the credit for the massive success of our clients. What really makes our program so effective is the caliber of the community we’ve put together. As a member, you’ll be surrounded by solo lawyers just like you - motivated, entrepreneurial, smart, and ambitious. And thanks to our strictly enforced “NO ASSHOLES” policy, there’s a good chance that you’ll actually like some of these people! Iron sharpens iron, and joining this inspiring community will be among the best career decisions you’ve ever made!

Company details

Company typeSME
Company size51 - 200

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Job description

CFO for a Portfolio of Growing Law Firms (Full-Time, Remote)

Turn Financial Data Into Confident Business Decisions

Location: Remote (Must reside in AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, or WA)

Employment Type: Full-Time (45–50 hours/week) | W-2 Employee

Compensation: $110,000 Base Salary + Performance Incentives (Target OTE: $182,000)

About the Role

This is a full-time, salaried CFO position — not a 1099 consulting or independent fractional-practice opportunity.

As part of the HTM team, you'll provide CFO-level services to a dedicated portfolio of up to 30 small law firms. We handle all sales, marketing, and client acquisition, allowing you to focus entirely on financial leadership, strategic guidance, and building trusted client relationships.

If you've worked in a fractional, outsourced CFO, or multi-client advisory environment, you'll feel right at home. This role requires the ability to quickly shift between multiple businesses while delivering the same level of strategic insight and financial leadership each client expects from a trusted CFO.

No legal industry experience is required — we'll teach you everything you need to know about serving law firms.

About HTM

How To MANAGE a Small Law Firm (HTM) is the nation's leading fractional C-suite provider for solo and small law firms.

We've been recognized as an Inc. 5000 Fastest-Growing Company every year since 2013 and continue to grow rapidly. Our culture is built on ownership, accountability, flexibility, and results — not bureaucracy. We believe great people do their best work when they're trusted, supported, and empowered.

What You'll Do

You'll become the trusted financial advisor for a portfolio of small businesses, helping owners understand their numbers, improve profitability, and make confident business decisions.

Responsibilities

  • Serve as CFO for a portfolio of up to 30 clients
  • Analyze financial statements, KPIs, cash flow, profitability, and business performance
  • Identify financial trends, operational risks, and growth opportunities
  • Deliver monthly financial reviews and strategic recommendations
  • Help business owners understand financial data and turn insights into action
  • Partner with bookkeepers to improve financial accuracy and reporting
  • Develop budgets, forecasts, and cash flow projections
  • Hold clients accountable to financial goals and performance metrics
  • Build trusted long-term client relationships
  • Collaborate with internal team members to deliver an exceptional client experience

Required Qualifications

  • Direct experience managing 5+ concurrent client or business-unit relationships in an advisory, fractional, or multi-entity capacity — this is a hard requirement, not a preference. Candidates whose experience is limited to a single company's in-house finance function will not be considered.
  • Bachelor's degree in Accounting, Finance, or a related business field
  • Strong accounting and financial management background
  • Ability to translate complex financial information into practical business advice
  • Excellent communication and relationship-building skills
  • High emotional intelligence and executive presence
  • Strong analytical and problem-solving abilities

The Ideal Candidate

  • 10+ years of progressive accounting and financial leadership experience
  • Experience supporting businesses with annual revenues ranging from approximately $500K to $30M+
  • Strong background in forecasting, budgeting, cash flow management, financial reporting, and FP&A
  • CPA or CMA designation is a plus, but not required
  • Comfortable delivering difficult financial conversations with confidence, empathy, and professionalism
  • Believes financial leadership is about helping business owners make better decisions — not simply reporting the numbers
  • Thrives in a fast-paced, entrepreneurial environment where every day brings a new challenge

This Role Is Not a Fit If You

  • You're looking for a part-time, consulting, or contract opportunity
  • You prefer supporting one company instead of managing multiple client relationships
  • You want to continue building your own fractional CFO practice
  • You prefer delegating financial analysis instead of performing it yourself
  • You thrive only in highly structured corporate environments

Compensation & Benefits

  • $110,000 base salary
  • Performance incentives with target earnings of $182,000 annually
  • Medical, dental, and vision insurance (75% employer-paid)
  • Company-paid short- and long-term disability insurance
  • 401(k) with company match (up to 3.5%)
  • Unlimited PTO
  • Company-wide paid shutdown during Thanksgiving week
  • One additional mandatory paid week off annually
  • Employee Assistance Program (EAP)
  • Pet insurance
  • Legal benefits
  • Professional and leadership development programs
  • Fully remote work environment with flexible scheduling

Why Join HTM?

This isn't just another finance role.

You'll become a trusted advisor to entrepreneurs who rely on you to help them build stronger, healthier, and more profitable businesses. Your work will have a direct impact on the success of every client you serve.

At HTM, you'll join a collaborative, high-performing team that values ownership, transparency, continuous learning, and doing meaningful work. We believe in giving our people the autonomy to excel while providing the support they need to grow.

If you're excited about helping small business owners gain financial clarity, solve complex business challenges, and build companies that thrive, we'd love to hear from you.

Apply today and become the trusted financial partner that growing businesses can't imagine succeeding without.


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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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